Bikaji Foods International Ltd (BOM:543653)

Q2 2026 Bikaji Foods International Ltd Earnings Call Transcript

Nov 12, 2025 / 06:30 AM GMT

Release Date Price: ₹716.4 (-0.80%)

Transcript

Key Points

Positve

Bikaji Foods International Ltd (BOM:543653) reported a robust revenue growth of 15.2% for the quarter, with a quarter-on-quarter growth of 27%.
The company's EBITDA reached 15.4%, marking the highest level in the last five quarters, indicating strong operational performance.
The export business delivered over ₹50 crore in revenue, showcasing strong momentum and outperforming expectations.
The company successfully implemented a GST rate reduction from 12% to 5% on its core category, which is expected to have a positive long-term impact.
Bikaji Foods International Ltd (BOM:543653) plans to expand its distribution reach to 3.5 lakh outlets by the end of the financial year, indicating a strategic focus on market penetration.

Negative

The GST rate change led to short-term disruptions, with trades holding back purchases, impacting September sales.
The ethnic snacks category experienced muted performance due to GST-related disruptions, particularly in September.
The company faced challenges in the Assam market, with a complete shutdown for 4-5 days post-GST change, affecting sales.
Western snacks category showed a decline, attributed to regional competition and overall market slowdown.
The company's small pack growth was not in line with expectations, prompting a promotional campaign to boost sales.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BIKA.NS - Bikaji Foods International Ltd
Q2 2026 Bikaji Foods International Ltd Earnings Call
Nov 12, 2025 / 06:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Bikai Foods International Q2SY 26 earnings conference call. As a reminder, all participant plans will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by, then 0 on the stone phone. I now hand the conference over to Miss Hazel Arthur.

Thank you, and over to you, ma'am.

Thank you. Good afternoon, everyone.

Thank you for joining us for Bikai Food International Q2 FY26 earnings conference call.

From the management we have with us Mr. Rishop Jen, CFO, and Mr. Manoj Verma, COO.

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